Tailored Wealth Solutions, LLC
● SEC registered since 2026CRD 340266SEC# 801-135304Saratoga Springs, NY
Reg. AUM
$271.8M
Employees
7
Accounts
744
Location
Saratoga Springs, NY
Tailored Wealth Solutions, LLC assets under management
Tailored Wealth Solutions, LLC operates as an SEC-registered investment adviser based in Saratoga Springs, NY. The firm has been registered since 2026. It reports $271.8 million in regulatory assets under management and employs 7 people.
Tailored Wealth Solutions, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Rosario Testa Control | Owner, Cco | Over 75% | 2020 |
Frequently asked questions
How much does Tailored Wealth Solutions, LLC manage?
Tailored Wealth Solutions, LLC reports $271.8 million in regulatory assets under management on its Form ADV.
How many employees does Tailored Wealth Solutions, LLC have?
Tailored Wealth Solutions, LLC reports 7 employees.
Where is Tailored Wealth Solutions, LLC located?
Tailored Wealth Solutions, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2026.
Does Tailored Wealth Solutions, LLC disclose fund performance?
Tailored Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Henry St., Saratoga Springs, NY 12866 |
| Phone | 518-583-4800 |
| Office hours | 9:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$271.8Mregulatory AUM
Discretionary $271.8M